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October 06, 2021 by Bridgewater

Trust us to know about Trusts

It’s widely recognised that setting up a Trust is an effective way to minimise estate taxes following death. Not only that, but they can also used to ring-fence assets out of the reach of current or future creditors, or potential divorce settlements that beneficiaries may face once an estate passes to them.

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September 13, 2021 by Bridgewater

Social Care & Wealth Protection

There are some interesting things afoot in the world of personal taxation. With two seemingly separate, but intertwined, taxes that all of us should be thinking about. They are the freeze on Inheritance Tax (IHT) and the 1.25% levy and dividend tax the Prime Minister has just introduced to help fix social care. With hidden connections and implications that could directly affect your estate.

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